Group 1 - The core message of the earnings season is the concept of being "supply constrained," which has significant implications for pricing power in the industry [1] - Intel reported earnings that exceeded expectations, largely due to supply constraints allowing for price increases, which is considered a key advantage in any industry [2]

Core Insights - The article discusses the importance of enabling Javascript and cookies in browsers to ensure proper functionality and access to content [1] Group 1 - The article highlights that users may face access issues if they have an ad-blocker enabled [1] - It suggests disabling ad-blockers and refreshing the page to proceed [1]

Core Insights - Equity investors are concerned about the market rally's lack of breadth, indicating that a small number of companies are driving the market's performance [1] Group 1: Investment Strategies - The individual investor and writer, Vasily Zyryanov, focuses on identifying underpriced equities with strong upside potential and overappreciated companies with inflated valuations [1] - Zyryanov emphasizes the importance of analyzing Free Cash Flow and Return on Capital in addition to profit and sales to gain deeper insights into investments [1] - While favoring underappreciated equities, Zyryanov acknowledges that some growth stocks may warrant their premium valuations, highlighting the need for thorough analysis to determine market correctness [1] Group 2: Sector Focus - Zyryanov pays particular attention to the energy sector, including oil & gas supermajors, mid-cap, and small-cap exploration & production companies, as well as oilfield services firms [1] - His research also encompasses various other industries, such as mining, chemicals, and luxury goods [1]

Core Insights - The article emphasizes the importance of conducting personal due diligence before making investment decisions, highlighting that past performance does not guarantee future results [2][3]. Group 1 - The content is based on personal thoughts and research, indicating that it is not financial or investment advice [2][3]. - The article mentions that the author has no business or personal relationship with any company mentioned, ensuring an unbiased perspective [2][3]. - It clarifies that the views expressed may not reflect those of the platform as a whole, indicating a diversity of opinions among contributors [3].

Core Insights - Cosan (NYSE: CSAN) went public in 2005, and the initial analysis was a sell rating, indicating a cautious outlook at the time [1] - The analyst has over 30 years of experience in various industries, including airlines, oil, retail, mining, fintech, and e-commerce, which contributes to a comprehensive understanding of business dynamics [1] - The analyst has navigated multiple crises, including the dot-com bubble, 9/11, the great recession, and the COVID-19 pandemic, providing a rich background for evaluating investment opportunities [1] Industry Analysis - The experience gained from analyzing diverse sectors allows for a nuanced understanding of macroeconomic, monetary, and political drivers affecting industries [1] - The ability to adapt to new ideas, technology, innovation, and business models is emphasized as crucial for ongoing success in investment analysis [1]

Core Insights - Vertiv Holdings' share price has increased by over 1,200% in the past three years, driven by the growing demand for AI technologies in the Data Center industry [1] Company Summary - Vertiv specializes in providing liquid-cooling and other hardware solutions for Data Centers, positioning itself to benefit from the ongoing AI gold rush [1]

Core Viewpoint - Miami International Holdings (NYSE: MIAX) is undervalued in terms of its market position and growth potential, warranting a buy rating [1] Company Analysis - MIAX has established a strong competitive position and growth trajectory, indicating significant potential for scaling and unlocking terminal value [1] - The investment approach emphasizes understanding core business economics, including competitive moat, unit economics, reinvestment opportunities, and management quality, which are crucial for long-term free cash flow generation and shareholder value [1] Investment Philosophy - The focus is on fundamental research, particularly in sectors with strong secular tailwinds, to identify high-quality, long-term investment opportunities [1] - The analysis aims to be both analytical and accessible, providing insights that help investors understand what drives long-term equity value [1]

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Ethereum (CRYPTO: ETH) is trading around $4,000 as analyst Benjamin Cowen expects a final push toward new all-time highs before a potential 2026 market downturn, What Happened: In his latest podcast, Cowen explained that Ethereum's current price action is in “a dubious speculation phase”, aligning with his cycle framework: ETH forms a macro higher low, trends toward its lower regression band, then recovers. ...

Group 1 - The conference is focused on Holcim's Q3 2025 Trading Update, providing insights for analysts and investors [1] - The event is being conducted in a listen-only mode, indicating a structured presentation format [1] - The conference is recorded for internal purposes, emphasizing the importance of the information shared [1]

By David Shepardson WASHINGTON (Reuters) -Delta Air Lines and Aeromexico asked a U.S. appeals court on Friday to halt a Trump administration order forcing it to unwind a joint venture that lets the carriers coordinate scheduling, pricing and capacity for U.S.–Mexico flights. Aeromexico told the 11th Circuit Court of Appeals it would face substantial costs that it could not recover even if a court later upheld the arrangement. In September, the U.S. Department of Transportation ordered an end to the near ...